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CREATIVE PLANNING, LLC
CREATIVE PLANNING, LLC
CREATIVE PLANNING
OVERLAND PARK, Kansas
·
11 registered advisors
·
CRD# 105348
SEC# 801-18564
79
(866) 909-5148
01
Firm Overview
AUM
$175.3B
Regulatory assets under management
Employees
1319
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CREATIVE PLANNING, LLC
11 registered advisors
Ajay Kumar Gupta
OVERLAND PARK, Kansas
CRD# 4294634
Chatten Walker Scruggs
OVERLAND PARK, Kansas
CRD# 2739132
James Andrew Dewitt
LEAWOOD, Kansas
CRD# 5382487
James Lewis Battmer
OVERLAND PARK, Kansas
CRD# 4791494
James Richard Williams
OVERLAND PARK, Kansas
CRD# 4165461
Jonathan Michael Knapp
OVERLAND PARK, Kansas
CRD# 6364440
Kenneth Richard Pyle
OVERLAND PARK, Kansas
CRD# 2355870
Lee Richardson
OVERLAND PARK, Kansas
CRD# 7288516
Molly Marie Rothove
OVERLAND PARK, Kansas
CRD# 4619369
Peter Alex Mallouk
OVERLAND PARK, Kansas
CRD# 4508063
Ramesh Babu Poola
OVERLAND PARK, Kansas
CRD# 7716793
05
Office Locations
OVERLAND PARK, Kansas
10 advisors
LEAWOOD, Kansas
1 advisor
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Data sourced from SEC Form ADV filings. CREATIVE PLANNING, LLC (CRD# 105348) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.